13F 机构持仓

Partners in Financial Planning

SALEM VA · SEC CIK 0002054264

2026Q22026Q1 更早 9 个季度 🔒
$6.60亿2026Q2 申报市值
131持仓数
68.6%前十大占比 · 第一大 11.8%
10 / 2新建仓 / 清仓
申报市值走势$6.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BND 11.8%
VUG 10.8%
VTV 9.9%
BNDX 9.5%
VEA 8.3%
BSV 5.8%
VBK 3.7%
VBR 3.7%
VWO 2.7%
VSS 2.5%

2026Q2 买入最多 按季末市值估算

BNDX 加仓+$251.09万
SPY 加仓+$157.02万
VTEB 加仓+$130.26万
BND 加仓+$121.07万
BSV 加仓+$90.45万

2026Q2 卖出最多 按季末市值估算

VTV 减仓-$165.95万
VEA 减仓-$126.24万
VBR 减仓-$55.55万
SPTS 减仓-$28.44万
VGIT 清仓-$21.10万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND $211.20万0.32%25,217 -1,557-5.8% -$13.04万 减仓
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF $216.32万0.33%18,158 -532-2.8% -$6.34万 减仓
SPY STATE STREET SPDR S&P 500 ETF $225.94万0.34%3,026 2,103227.8% $157.02万 加仓
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $271.18万0.41%106,260 1,0251.0% $2.62万 加仓
NSC NORFOLK SOUTHN CORP COM $294.96万0.45%9,376 00.0% — 不变
VV VANGUARD LARGE-CAP ETF $299.81万0.45%8,718 120.1% $4,127 加仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $332.03万0.50%65,618 3,6175.8% $18.30万 加仓
VFMF VANGUARD U.S. MULTIFACTOR ETF $341.99万0.52%19,325 -7-0.0% -$1,239 减仓
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF $346.19万0.52%31,729 80.0% $873 加仓
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF $370.69万0.56%71,590 3290.5% $1.70万 加仓
VXF VANGUARD EXTENDED MARKET ETF $384.38万0.58%15,612 -359-2.2% -$8.84万 减仓
SCZ ISHARES MSCI EAFE SMALL-CAP ETF $423.31万0.64%51,454 1,6033.2% $13.19万 加仓
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF $429.36万0.65%70,630 4720.7% $2.87万 加仓
VO VANGUARD MID-CAP ETF $454.76万0.69%56,442 1220.2% $9,830 加仓
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $493.00万0.75%41,432 -1,395-3.3% -$16.60万 减仓
MUB ISHARES NATIONAL MUNI BOND ETF $687.23万1.04%63,857 -490-0.8% -$5.27万 减仓
VOO VANGUARD S&P 500 ETF $750.56万1.14%10,928 90.1% $6,181 加仓
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $834.19万1.26%100,930 3,5563.7% $29.39万 加仓
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF $1,173.13万1.78%110,184 7,9837.8% $85.00万 加仓
VTI VANGUARD TOTAL STOCK MARKET ETF $1,319.17万2.00%35,649 5481.6% $20.28万 加仓
VTEB VANGUARD TAX-EXEMPT BOND ETF $1,327.01万2.01%262,359 25,75410.9% $130.26万 加仓
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $1,466.89万2.22%291,107 1,1320.4% $5.70万 加仓
VNQ VANGUARD REAL ESTATE ETF $1,555.15万2.36%161,235 3,7132.4% $35.81万 加仓
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF $1,623.67万2.46%105,235 -493-0.5% -$7.61万 减仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $1,808.01万2.74%302,899 -2,962-1.0% -$17.68万 减仓
VBR VANGUARD SMALL CAP VALUE ETF $2,420.25万3.67%99,603 -2,286-2.2% -$55.55万 减仓
VBK VANGUARD SMALL-CAP GROWTH ETF $2,423.44万3.67%66,268 -567-0.8% -$20.74万 减仓
BSV VANGUARD SHORT-TERM BOND ETF $3,809.67万5.78%488,983 11,6092.4% $90.45万 加仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $5,498.76万8.34%771,756 -17,718-2.2% -$126.24万 减仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $6,239.97万9.46%1,288,435 51,8464.2% $251.09万 加仓
VTV VANGUARD VALUE ETF $6,528.59万9.90%299,573 -7,615-2.5% -$165.95万 减仓
VUG VANGUARD GROWTH ETF $7,105.37万10.77%824,863 6,7870.8% $58.46万 加仓
BND VANGUARD TOTAL BOND MARKET ETF $7,803.95万11.83%1,063,064 16,4921.6% $121.07万 加仓